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James David Goodland

SECURUS WEALTH MANAGEMENT, LLC·PLYMOUTH, Minnesota
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3340 ANNAPOLIS LANE N, PLYMOUTH, MN 55447CRD# 2385266Firm CRD# 138919
01

About

James David Goodland is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with SECURUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SECURUS WEALTH MANAGEMENT, LLC
SECURUS WEALTH MANAGEMENT, LLC
AUM
$118M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SECURUS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PORTIONS OF 3RD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 2385266
Firm CRD# 138919
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James David Goodland offer?
James David Goodland specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are James David Goodland's credentials?
James David Goodland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Goodland located?
James David Goodland is based in PLYMOUTH, Minnesota, working with SECURUS WEALTH MANAGEMENT, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does James David Goodland charge for services?
James David Goodland's firm is compensated through percentage of aum, hourly charges, subscription fees, other: portions of 3rd party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURUS WEALTH MANAGEMENT, LLC?
SECURUS WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kelly Joseph Windorski — WEALTH ENHANCEMENT ADVISORY SERVICES, LLCKristen Marie Mueller — SECURUS WEALTH MANAGEMENT, LLCJonathan William Brenner — WALLEYE CAPITAL LLCJohn Wayne Widmer — NEXT CENTURY GROWTH INVESTORS LLCRhonda Kavanagh — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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